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Technology Stocks : WDC/Sandisk Corporation
WDC 155.45-5.0%12:44 PM EST
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To: Zeev Hed who wrote (12397)7/1/2000 5:53:50 PM
From: wily  Read Replies (2) of 60323
 
Zeev,

IMHO, in the case of OUM, Lowery made an "Amdhal Size" mistake here.

Micron began working on OUM with ECD in 1995. There are 30 OUM patents assigned to Micron that are associated with a previous generation of the technology that was not too energy efficient. Since then a second generation has been developed which is about 10X more efficient. I've heard that development of a third generation is in progress.

Lowrey's partner in this deal is Ward Parkinson who was a co-founder of Micron and is now a practicing patent lawyer. Their R&D leader is Steve Hutchins, about whom Lowrey says "...has been working on these materials for many many years - about twenty-something years - and understands the device physics of these materials like nobody I've ever seen."

Lowrey jumped on board with ECD at the beginning of 1999 -- so he had 4 years of looking close before he leaped. Don't you think a man of his credentials would have developed a grasp in that amount of time for what is possible and what's not with OUM?

George Gilder has a similar take to yours on ECD's past, but a different attitude towards the future:

This is fascinating. Ovonics has been all smoke and no turkey for the last twenty years, but Tyler Lowry is perhaps the world's leading expert on semiconductor memory technology. This is a company to watch.
--GG
(In response to the news of the Intel/Ovonyx JV)

wily
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